Moulton Wealth Management »

Schwab Strategic Tr shares owned by Moulton Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) shares owned by Moulton Wealth Management from 13F filings

Historical chart of Moulton Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Moulton Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6M 4.6M 1.00

More positions owned by Moulton Wealth Management

Ishares Tr TRS FLT RT BD (TFLO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Proshares Tr Short S&p 500 Ne (SH)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SJNK)
Schwab Strategic Tr Government Money (SGVT)
Goldman Sachs Physical Gold Unit (AAAU)
Ssga Active Etf Tr State Street Bla (SRLN)
Vaneck Etf Trust Gold Miners Etf (GDX)
Proshares Tr Ii Ultrashort Gold (GLL)
Proshares Tr Ultrapro Short S (SPXU)
Spdr Series Trust State Street Spd (ROKT)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Moulton Wealth Management

Top funds holding Schwab Strategic Tr

Moulton Wealth Management
Wolfstich Capital
North Berkeley Wealth Management
Holistic Planning
Jane Street
Savant Capital Management
Addison Capital
Tower Research Capital
WealthPlan Investment Management
Encompass More Asset Management
We Are One Seven
Bleakley Financial Group
Luken Investment Analytics
UBS Group
Belpointe Asset Management

View all funds holding Schwab Strategic Tr